FNS40815 Certificate IV in Finance and Mortgage Broking Course Content
Your first step to becoming a Mortgage Broker
What You’ll Learn
Walker & Miller Training’s Certificate IV program has been developed by industry specialists to teach you the practical skills, knowledge and tools necessary to become a successful broker.
You’ll learn how to:
- Present broking options to your clients
- Prepare loan applications on behalf of your clients
- Comply with industry codes of practice
- Develop relationships with third party referrers
3 day Face-to-Face Workshop
Facilitated by experienced trainers with 20+ years in the industry. Our most popular option – Available in Sydney, Melbourne, Brisbane & Perth.
Online & Distance Education
The Home Study Manual or Online options allow you to work through the material at your own pace. Email and telephone support is available to assist you.
Recognition of Prior Learning (RPL)
If you have 2 years of lending experience, you may apply for your qualification via our simple and straightforward RPL application. A great option for banking professionals.
The Certificate IV in Finance and Mortgage Broking requires 12 units of competency.
|FNSFMB401||Prepare loan application on behalf of finance or mortgage broking clients|
|FNSFMB402||Identify client needs for broking services|
|FNSFMB403||Present broking options to client|
|FNSINC401||Apply principles of professional practice to work in the financial services industry|
|FNSINC402||Develop and maintain in-depth knowledge of produces and services used by an organisation or sector|
|FNSCRD301||Process applications for credit|
|FNSFMK505||Comply with financial services legislation and industry codes of practice|
|BSBITU306||Design and produce business documents|
|BSBCUS301||Deliver and monitor a service to customers|
|BSBWOR501||Manage personal work priorities and professional development|
|FNSSAM403||Prospect for new clients|
|FNSCUS501||Develop and nurture relationships with clients, other professionals and third party referrers|
To achieve your qualification you will complete a combination of loan scenario case studies, written exercises and on-line multiple choice questions corresponding with the training material. There are no exams and you will have six months to submit your assignments.
Face to Face Workshop $1,295
Distance Education $845 for Home Study Manual
Online course $695
Recognition of Prior Learning (RPL) $695